+297.7%
TD vs GEN
+155.5%
+142.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -1.9% | -2.9% | +1.0% | -1.5% |
| 30D | -1.6% | +2.1% | -3.7% | -2.0% |
| 3M | +4.6% | +19.7% | -15.1% | +1.5% |
| 6M | +26.8% | +33.3% | -6.4% | +20.2% |
| YTD | +28.3% | +11.1% | +17.2% | +25.2% |
| 1Y | +60.4% | +3.0% | +57.4% | +58.5% |
| 3Y | +125.7% | +57.9% | +67.8% | +105.3% |
| 5Y | +122.4% | +20.6% | +101.8% | +107.8% |
| All | +297.7% | +155.5% | +142.2% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling